About us

On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry.

Monument Wealth Team

What we really
are is…

A team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.

What we
do is…

Provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living.


How we
do it …

For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument does not serve as an attorney, accountant, or insurance agent. Monument does not prepare legal documents or tax returns, nor does it sell insurance products.

Your Team at Monument

We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting. Together, we help you build something that lasts. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monument Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.

Monument Mascots

If you want to meet the dogs when you come in for a visit, let us know in advance so we can make sure they’re here! (Well…some of them at least!)


Director of Tennis Balls


Director of Naps


Director of Energy


Director of Mischief


Assistant Director of Mischief


Director of Yard Entertainment


Director of Barking


Director of Achievement


Director of Swimming


Director of Music

Learn about our open positions and year-round Internship Program!